1. CloudCME® Attendance

2. Q&A at the end via Q&A panel in GoToWebinar
Webinar Format
All muted
Q&A at the end via Q&A panel in GoToWebinar
Please keep all questions on topic
A recording of the Webinar will be available by tomorrow at On the Archives tab.

3. Administration - Preferences SMS QR Excel Record Attendance
Registered Users
Program setup
User eligibility
Administration - Preferences
SMS QR
Excel
Record Attendance
Claim Credit
Credit Manager
Troubleshooting

4. We offer different approaches to suit your needs SMS for RSS
Overview
We offer different approaches to suit your needs
SMS for RSS
QR for courses
Record attendance
Import
Self-scan introduces potential fraud issues
Talk about SMS coverage limitations at some institutions. QR requiring staff. Record attendance is simple but the operator needs to know what they are doing. Import used for external MECs and similar. Self scan\text introduces the concept of fraud reduction. Till we have biometrics, we will have these challenges.

5. Overview
High level it all depends on what you are doing?

6. Registration and attendance are two different things
Registered Users
Registration and attendance are two different things

7. Registration page (user self-registers)
Registration methods
Registration page (user self-registers)
Finance -> Order processing (Checks)
SMS (automatic registration)
QR (automatic registration)
Record attendance (automatic registration)
Import (automatic registration)
Claim credit (automatic registration)
Faculty – all comp registered

8. Program Setup – Activity Editor Credits & Sessions

9. Program Setup – Time Zone, Texting Window
If activity happens in two different TZ, setup 2 children – different IDs

10. CloudCME® looks at the course setup – what credits does it offer?
User Eligibility
CloudCME® looks at the course setup – what credits does it offer?
CloudCME® looks at the user’s profile – what credits are they eligible for?

11. Administration Preferences

12. Claim Credit before\after

13. No credit awarded till evaluation completed

14. Activity code for SMS attendance

15. For RSS, should I use ParentID or ChildID?
Must use child activities as a pre-requisite
ParentID is easy but more prone to fraud
ChildID is less prone to fraud, more work

16. ActivityID vs Activity Code
The approach selected is based on your fraud reduction policies
ActivityCode must be enabled in preferences
ActivityCode must be unique – you manage
ActivityCode is always alphanumeric
Length limit of 20 characters
You cannot use a mix of ActivityID and ActivityCode
ActivityCode may already be reserved for other purposes

17. Dedicated institution number Credit awarded instantly Time window
SMS
RSS\Grand Rounds
Dedicated institution number
Credit awarded instantly
Time window
During peak use, delays are typical

18. Self-Scan – QR code printed and posted
QR - Two modes
Self-Scan – QR code printed and posted
Admin Scan – QR on badge scanned by staff
Some clients use QR guns – tied to a web-connected device such as a tablet. Admins cannot scan themselves or other admins for testing or other purposes.

19. QR – Participant Self Scan
QR code in activity Manager

20. Generating QR Code Badges – Admin Scans
Finance – Registrations
Select activity
Select some\all users
Badges & Sign In Sheets
Select template
Select QR code
Generate

21. Generating QR Code Badges – Badge template
MS Word file with merge fields
You can create your own art, etc.
Pay attention to character counts and wrapping
If user profile data is inconsistent, you may need to adjust after download

22. Record Attendance Screen
Electronic sign in sheet
Bulk operations
If you are only adjusting credit for one person (or a few) use the Credit Manager instead
Whatever is checked gets credit
Whatever is unchecked does not
Uses activity setup data – date, amounts

23. Record Attendance Screen - Basics
Credits offered & hours
Date defaults to last date of a course
Date can be adjusted for other activity types
Blue = Attended
Whoever is checked off gets credit.

24. Record Attendance Screen – Duplicates - NOT
If a user is eligible for multiple types of credit, there will be a row per credit type for that user.
This is normal. It is not a bug.

25. Record Attendance Screen – User Credit Eligibility
This column shows what users have self-selected

26. Record Attendance Screen
Demonstration

27. Use to correct an error on one individual
Credit Manager
Use to correct an error on one individual
Activity MUST be selected first
No constraints
Hours
Type
Date
Skip video due to time. Have an activity created already, and load presentations to it as a faculty member, then switch to admin mode, show presentation not published that was loaded as a faculty member. Then upload administratively and show how that presentation is auto-published.

28. External providers (EdCos, Joint Providers)
Credit Import
External providers (EdCos, Joint Providers)
Adds user profile if they do not exist
Adds registration & credit (comp)
CECreditCategoryID

29. Column names are critical
Credit Import
Column names are critical
No spaces
Exactly as shown in documentation
Overwrite profile information checkbox
Skip video due to time. Have an activity created already, and load presentations to it as a faculty member, then switch to admin mode, show presentation not published that was loaded as a faculty member. Then upload administratively and show how that presentation is auto-published.

30. Enabled in Preferences For use with externally hosted courses
Claim Credit
Enabled in Preferences
For use with externally hosted courses
For use when people cannot SMS
Skips evaluation
Skip video due to time. Have an activity created already, and load presentations to it as a faculty member, then switch to admin mode, show presentation not published that was loaded as a faculty member. Then upload administratively and show how that presentation is auto-published.

31. Troubleshooting - Basics
User credit eligibility vs. what activity awards?
Outside time window?
Is no credit awarded if not approved checked?
Is no credit till evaluation completed checked?
Transpositions \ user errors
Delays in SMS response
No service

32. Troubleshooting - Basics
URGENT – I wiped out all my credits on Record Attendance.
Look at selected date
Did the course date change?
Did you perform select all unselect and then save when you meant to record just one person

33. Troubleshooting - Basics
“My activity only awards 10 credits but users are receiving 18 credits when they complete the evaluation form?”
If you are using multiple sessions, the system will sum all the session hour values together.

34. Troubleshooting - Basics
“I went to evaluations and my evaluation is not displaying”
If an evaluation is assigned to an activity, it will only be available if you are registered and your attendance has been recorded.

35. Troubleshooting - Basics
“I am testing my program, in advance. I recorded my attendance and completed the evaluation, but no credit appears on transcript”
The date ranges on the transcript have today’s date as the end date by default. If your activity happens in the future, adjust the end date.

36. Self-check in for tablets Import improvements (10k + records)
What’s coming
Scan in\out
Self-check in for tablets
Import improvements (10k + records)

37. Attendance
Questions?